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Guru Meditation:

XID: 692027449


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Guru Meditation:

XID: 692027453


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CLARTAN ETHOS ESG EUROPE SMALL & MIDCAPI

Cours en clôture Fonds  -  11/08/2022
1117.43 EUR   +0.43%
 SynthèsePerformancesGraphiquesCompositionCaractéristiques 
Partenaires
Stratégie du fonds géré par CLARTAN ASSOCIÉS
The Sub-Fund seeks, over a period of more than 5 years, to achieve a performance that is simultaneously positive in absolute terms and superior to that of the main European small and mid-cap euro-denominated indices, by applying the 8 Ethos Principles for Socially Responsible Investment, as the Sub-Fund's advisor (acting as a responsible investor, excluding companies whose products are incompatible with the defined values, excluding companies whose behaviour seriously violates the defined fundamental principles, evaluating companies according to environmental, social and governance (ESG) criteria, taking climate change into account in the investment policy, exercising shareholder voting rights, engaging in shareholder dialogue with the companies' management bodies, intensifying active shareholding measures if necessary).
Performances du fonds : Clartan Ethos ESG Europe Small & MidCapI
Performances Historiques Glissantes au 11-08-2022
Début d'année 1 mois 3 mois 6 mois 1 an 3 ans Max
Fonds -13.24% +9.67% +3.53% -10.24% -13.56% - +11.74%
Catégorie -17.7% 7.17% 5.1% -8.99% -17.34% 27.65% -
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Exposition par type d'actif au 31-07-2022
Long Court Nets
Actions 94.45% 0% 94.45%
Liquidités 5.75% 0.16% 5.59%
Autres 0% 0.04% 0.04%
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Parts du fonds
Nom1er Jan3 ansNotationTailleFrais
Clartan Ethos ESG Europe Small & MidCapC-13.58%0.00%NC12M EUR1.8%
Clartan Ethos ESG Europe Small & MidCapI-13.24%0.00%NC20M EUR1.2%
Clartan Ethos ESG Europe Small & MidCapD-13.57%0.00%NC0M EUR1.8%
Clartan Ethos ESG Europe Small & MidCapE0.00%0.00%NC0M EUR0%
Autres fonds de la catégorie: Actions Europe Moyennes Cap.
Nom1er Jan3 ans NotationTaille
Comgest Growth Eurp Smlr Coms EUR X Acc-26.05%0.00%NC86 M EUR
UBAM - Positive Impact Equity APC EUR-18.06%0.00%NC1 M EUR
UBAM - Positive Impact Equity AD EUR-18.31%0.00%NC7 M EUR
Blackwall Europe Equity A EUR Acc-25.39%0.00%NC1 M EUR
AAF-Candriam European Sust Smlr Coms A-13.25%0.00%NC28 M EUR
BNP Paribas Europe Small Cap I EUR C-15.80%0.00%NC0 M EUR
AAF-Candriam European Sust Smlr Coms F-12.83%0.00%NC6 M EUR
Blackwall Europe Equity C EUR Acc-25.23%0.00%NC1 M EUR
Oddo BHF Avenir Europe DN-EUR-20.89%-7.84%NC0 M EUR
UBAM - Positive Impact Equity YD EUR-17.50%0.00%NC0 M EUR
Plus de fonds




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Gestion
Société de gestion Clartan Associés
Date de création 18-09-2020

Gérant Depuis
Elizabeth de SAINT LEGER 18-09-2020
Marc EFFGEN 18-09-2020
Francesco MANFREDINI 18-09-2020
Guillaume BRISSET 18-09-2020
Description
PEA
OUI
PEA PME
NON
Date de création 18-09-2020
Devise EUR
Structure Juridique SICAV
Catégorie Morningstar Actions Europe Moyennes Cap.
Zone d'investissement Europe
Benchmark Morningstar DM Europe Mid Cap TME NR EUR 100%
Actifs nets de la part 20 M EUR au 31-07-2022
Fréquence des VL Quotidienne
Dépositaire et conservateur Banque de Luxembourg SA
Commisaire aux comptes PricewaterhouseCoopers (Luxembourg)
Boîte de style Morningstar
Volatilité au 31-07-2022
Ecart-type 1 an: 18.14%
Ratio de Sharpe 1 an -0.68
Performance moyenne 1 an -13.56
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Guru Meditation:

XID: 692027457


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